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Schwab 1000 Index ETF
SCHK

44 hedge funds and large institutions have $156M invested in Schwab 1000 Index ETF in 2018 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 4

144% more funds holding

Funds holding: 18 → 44 (+26)

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

49% more capital invested

Capital invested by funds: $105M → $156M (+$51.3M)

12.09% more ownership

Funds ownership: 42.28% → 54.38% (+12%)

Holders
44
Holders Change
+26
Holders Change %
+144.44%
% of All Funds
0.98%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
30
Increased
8
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CG
Colony Group
Massachusetts
+$11.7M
2
Jane Street
Jane Street
New York
+$6.64M
3
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
+$5.18M
4
PPA
Parametric Portfolio Associates
Washington
+$3.95M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$3.95M

Top Sellers

Rank Fund Capital Flow
1
WC
Westwind Capital
New Mexico
-$176K
2
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$91K
3
AIM
Aspen Investment Management
Michigan
-$64K
4
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
-$50.5K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$30.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$251K -$30.6K -2,314 -10%
UBS Group
27
UBS Group
Switzerland
$245K +$255K +19,276 +2,738%
BBPWM
28
Blue Bell Private Wealth Management
Pennsylvania
$140K -$50.5K -3,820 -25%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$110K +$5.98K +452 +5%
WCM
30
WealthBridge Capital Management
Ohio
$79K +$85.3K +6,448 New
PFC
31
Phocas Financial Corp
California
$61K – – –
Bank of America
32
Bank of America
North Carolina
$61K +$66.2K +5,002 +50,020%
AIA
33
Arcadia Investment Advisors
Idaho
$27.7K +$29.9K +2,262 New
BAMG
34
Brand Asset Management Group
Missouri
$23K -$4.18K -316 -14%
BC
35
Barnett & Company
Tennessee
$18K – – –
AF
36
Advisornet Financial
Minnesota
$18K +$19.8K +1,500 New
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$15K +$16.1K +1,220 New
IA
38
IFP Advisors
Florida
$14K +$14.9K +1,124 New
VFA
39
Valeo Financial Advisors
Indiana
$10K +$10.5K +794 New
JWA
40
JFS Wealth Advisors
Pennsylvania
$8K +$8.52K +644 New
ASN
41
Advisory Services Network
Georgia
$6K +$6.62K +500 New
WEC
42
Winslow Evans & Crocker
Massachusetts
$4K – – –
PG
43
Patten Group
Tennessee
$1K +$661 +50 New
ACA
44
Ackerman Capital Advisors
Texas
$291 +$314K +23,714 New
WC
45
Westwind Capital
New Mexico
– -$176K -12,286 Closed
LWCFA
46
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$91K -6,334 Closed
Wells Fargo
47
Wells Fargo
California
– -$11K -738 Closed
KJWM
48
Kiley Juergens Wealth Management
Washington
– -$3K -218 Closed
HWA
49
Heritage Wealth Advisors
Virginia
– +$106 +8 New
1
2

SCHK Hedge Fund Activity: Q4 2018 in Review

44 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q4 2018, worth a combined $156M — up 49% from $105M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SCHK positions and 4 closed out — a net gain of 26 holders — while 8 added to existing stakes and 4 trimmed.

The largest buyer was Colony Group, opening a new position worth an estimated $11.7M. The largest seller was Westwind Capital, exiting entirely with an estimated $176K sold.

  • 44 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q4 2018, up from 18 in Q3 2018.
  • Funds reported $156M of Schwab 1000 Index ETF stock for Q4 2018, up 49% quarter-over-quarter.
  • 30 funds opened new Schwab 1000 Index ETF positions in Q4 2018 and 4 closed out, a net change of +26 holders.
  • The largest Schwab 1000 Index ETF buyer in Q4 2018 was Colony Group, an estimated $11.7M added.
  • The largest Schwab 1000 Index ETF seller in Q4 2018 was Westwind Capital, an estimated $176K sold.

Based on aggregated 13F filings for Q4 2018.